Filed September 15, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,123 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,751 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,892 | $102,553+62.7% | $151,611+10.1% | $66,914+149.4% |
| Participation rate | 97.4% | 85.5%+11.8pp | 87.5%+9.9pp | 69.8%+27.6pp |
| Annual return | -18.26% | -10.82%-7.4pp | 3.33%-21.6pp | 1.58%-19.8pp |
| Employer contribution / active EE | $7,747 | $4,180+85.3% | $6,166+25.6% | $2,544+204.5% |
| Participant deferral / active EE | $7,938 | $6,641+19.5% | $8,363-5.1% | $4,237+87.3% |
| Admin fee / account holder | $215 | $630-65.8% | $11,616-98.1% | $593-63.7% |